Yamaha Corporation: Guidance Seems Optimistic With Inflation Starting to Affect Demand Conditions
Even though Q1 topped consensus through favourable FX movements, it seems inflationary pressure is starting to affect all business units of Yamaha...
384 Views
Roland Corp: Not Tuned For Inflation
We anticipate around 35% downside to Roland shares in the short term as they fall back towards the bottom end of the trend channel with increasing...
494 Views
Asia Shorts: Meituan, CMB, Li Ning, Sekisui, Toyo Seikan, Toshiba, Kakao, HMM, LGE, Wan Hai, TSMC
The Insight looks at movements in short interest across HK, Japan, Korea and Taiwan stocks and highlights large increases/decreases in shorts to...
353 Views
Japan's Governance: 2 Disclosures on August 23 (Case: Yamaha's Sale of Policy Shares & ShareBuyback)
Showa Denko posted its new capital issue, while Yamaha announced the sale of its policy stock holdings and repurchase of its own shares. In this...
324 Views
Short Roland/Long Yamaha as Roland May Fail to Meet Demand Due to Production Shortages
While demand for musical instruments soars across the world, COVID-19 lockdowns in Malaysia continues to affect Roland’s production capabilities....
432 Views